At the end of a recent meeting, a client shared something that truly stopped me in my tracks.. âWe look at our accounts and we look at that new site that you gave us that shows our net worth and everything, and we comfort from that, but we draw the most comfort from the fact that we trust you and you are a game changer for us. We draw great comfort from knowing that we're in good hands.â Hearing words like that is both humbling and inspiring. I often feel a deep sense of responsibility for...
7 days ago â˘Â 3 min read
Recently, a prospective client told me she is going through a divorce after 20 years of marriage. What struck me most was when she said, âMy husband has had a financial advisor since weâve been married. I have never talked to him.â Now, facing this transition, sheâs left uncertain about her financial future. Unfortunately, this is far from uncommon. She reached out because of our experience walking with women through difficult periods like this. But her story is also a reminder: if your...
14 days ago â˘Â 3 min read
đĽEVENT ALERTđĽ Life is full of transitionsâretirement, career shifts, and even unexpected changes. While we canât always predict whatâs ahead, smart planning today can make tomorrowâs challenges easier to manage. Thatâs why Iâm excited to join Purse Stringsâ Money Talk series on Thursday, October 9th at 11:00 AM CT. This free, 30-minute event will focus on retirement planning, tax strategies, and protecting the wealth youâve worked so hard to build. You can learn more about Purse Strings and...
21 days ago â˘Â 3 min read
Last week was absolutely incredible. With our daughter and granddaughter in town for my wife, Dawn's birthday. It is so amazing to see how much an infant's vocabulary grows over just a matter of weeks. It may be more amazing how parents learn to interpret their child's vocabulary đ. As probably the easiest example, our granddaughter loves Baby Shark. But she doesn't call it "Baby Shark" or "Momma Shark." It's "Baby Doo-Doo" and "Momma Doo-Doo." Which, if you have ever heard the Baby Shark...
28 days ago â˘Â 3 min read
This week, I wish a very special happy birthday to my wife, Dawn. My partner in life, in business, and the one who truly makes our house a home. I could have never imagined that after almost 30 years of marriage, you would make me as happy today as I was the day we married. I could not imagine not having you by my side. An amazing mother, a very special grandma (Dawn-naw), and an even better wife. HAPPY BIRTHDAY!! đđđ I love you! Planning Beyond Documents: Building Support as a Solo Senior...
about 1 month ago â˘Â 3 min read
đĽEVENT ALERT đĽ Divorce and Retirement: What You Need to KnowLive Virtual Q&A with Jill Lowe & Eric BlakeThursday, September 25 | 6:30 PM â 7:30 PM CT | Zoom Webinar Are you navigatingâor consideringâdivorce later in life? Wondering how it might impact your retirement, Social Security, or financial stability? Weâre inviting you to a special live Q&A event where collaborative divorce attorney Jill Lowe and retirement planner Eric Blake will answer your most important questions. LEARN MORE AND...
about 1 month ago â˘Â 3 min read
This week is extra special for me because weâre celebrating my momâs birthday. Her love, strength, and encouragement have shaped so much of who I am todayâboth personally and in the work I do helping women navigate retirement. Iâm grateful every day for the example she has set, and I couldnât let this week go by without saying: Happy Birthday, Mom! đ Navigating Life After Loss â Part 2: Financial & Legal Aspects đŹ From Episode 68: âThe biggest thing is none of us are meant to go through this...
about 2 months ago â˘Â 2 min read
Todayâs episode, along with the two that follow in this 3-part series, was inspired in part by my grandmother. She was widowed at 62, and for the past 28 years, she has faced lifeâs changes with resilience and grace. Now 90 years old, she remains the heart of our family. Her strength, wisdom, and example have shaped both my life and the work I do, especially my commitment to helping women navigate life after loss. I hope you find value in this episode and consider sharing it with someone you...
about 2 months ago â˘Â 3 min read
đĽNext Week!đĽ Webinar Alert: What the New 2025 Tax Law Means for Your Retirement Plan đ
Tuesday, August 26, 2025 | 6:30 PM CT | Online â
Whatâs changing â and whatâs notâ
Using the new $6,000 deduction for 65+â
How to prepare before key provisions expire in 2028â
Steps to take now with your advisor or CPA Learn More and Register here â space is limited. Understanding The Widowâs Penalty and What You Can Do About It đŹ From Episode 66: âMany women find themselves navigating complex financial...
2 months ago â˘Â 3 min read